Einstein Activity Capture adds an activity to a related opportunity if the activity occurred within the opportunity’s date range. This better ensures that your users see related activities on their opportunities. This change applies to Lightning Experience only.
|User Permissions Needed|
|To review activity dates:||Customize Application AND Modify All Data|
Salesforce defines an opportunity’s date range using the opportunity’s created and closed dates.
|Start of Activity Date Range||End of Activity Date Range|
|Open opportunities||60 days before created or closed date (whichever is earlier)||60 days from today|
|Closed opportunities||60 days before created or closed date (whichever is earlier)||60 days after being closed|
You can review the date range for opportunities but you can’t customize it.
- From Setup, enter Einstein Activity Capture in the Quick Find box, then select Settings under Einstein Activity Capture.
- Click Review Activity Dates.